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Semiconductor ETF inflows stand out as trend may reverse, Jurrien Timmer notes

Semiconductor ETF inflows stand out as trend may reverse, Jurrien Timmer notes
Semiconductor ETF flows may reverse

Jurrien Timmer observes that recent flows into U.S. and KOSPI-listed semiconductor ETFs have been significant. According to Timmer, this surge in investment activity is noteworthy, and he suggests that a reversal in these flows might be necessary before the next strong move higher in the AI sector.

Timmer has previously highlighted Bitcoin’s approach toward its $60,000 support level, suggesting the potential for an accumulation phase as the price neared this zone. He also observed that share counts have been rising while buybacks declined since 2023, raising questions about recent trends in equity markets. These earlier observations offer additional context to his current focus on ETF investment flows.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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